+310.1%
GDX vs IONS
-5.7%
+315.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -21.4% | +25.8% | +6.0% |
| 7D | +15.6% | -24.8% | +40.4% | +17.8% |
| 30D | +2.4% | -31.5% | +34.0% | +5.2% |
| 3M | +1.7% | -45.2% | +46.9% | +6.3% |
| 6M | -3.3% | -59.1% | +55.7% | +2.8% |
| YTD | +6.6% | -60.8% | +67.4% | +13.8% |
| 1Y | +27.0% | -57.9% | +84.8% | +34.8% |
| 3Y | +243.4% | -34.5% | +277.8% | +248.9% |
| 5Y | +194.2% | -8.8% | +203.0% | +193.1% |
| 10Y | +310.1% | -19.2% | +329.4% | +332.9% |
| All | +310.1% | -5.7% | +315.8% | +332.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling